Epg Wealth Management LLC Purchases in Q1 2025

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
18
+ 1.18%
$636.62 - $777.63 $11.5K - $14K
1.54K $1.05B
Ge Healthcare Technologies I
774
+ 7.9%
N/A
10.6K $853M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1K
+ 11.45%
$27.29 - $38.29 $27.3K - $38.3K
9.74K $340M
CSCO
Cisco Systems, Inc.

Technology
299
+ 1.16%
$58.74 - $64.87 $17.6K - $19.4K
26K $1.6B
STX
Seagate Technology Holdings PLC

Technology
1.16K
+ 10.19%
$84.92 - $108.42 $98.3K - $125K
12.5K $1.06B
PSX
Phillips 66

Energy
261
+ 5.13%
$113.93 - $131.55 $29.7K - $34.3K
5.35K $660M
TDIV
First Trust Nasdaq Technology

ETFs
1.14K
+ 90.22%
$73.39 - $83.95 $84K - $96K
2.41K $178M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.69K
+ 5.09%
$53.6 - $58.97 $198K - $218K
76.2K $4.17B
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.76%
$890.62 - $1076.86 $13.4K - $16.2K
2K $1.89B
GPC
Genuine Parts CO

Consumer Cyclical
452
+ 5.61%
$115.91 - $129.02 $52.4K - $58.3K
8.51K $1.01B
PLTR
Palantir Technologies Inc.

Technology
30
+ 0.49%
$64.98 - $124.62 $1.95K - $3.74K
6.19K $522M
ADI
Analog Devices Inc

Technology
525
+ 11.04%
$201.56 - $243.82 $106K - $128K
5.28K $1.07B
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.32%
$50.81 - $60.02 $1.12K - $1.32K
6.82K $409M
T
At&T Inc.

Communication Services
68
+ 0.74%
$21.56 - $28.28 $1.47K - $1.92K
9.27K $262M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.12K
+ 41.23%
$65.15 - $91.81 $203K - $286K
10.7K $697M
IDV
Ishares Tr

ETFs
1.57K
New
$27.0 - $31.7 $42.3K - $49.6K
1.57K $48.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 8.2%
$551.42 - $612.93 $113K - $126K
2.71K $1.51B
APD
Air Products & Chemicals, Inc.

Basic Materials
121
+ 7.03%
$283.24 - $338.07 $34.3K - $40.9K
1.84K $543M
UNP
Union Pacific Corp

Industrials
86
+ 3.17%
$225.21 - $254.42 $19.4K - $21.9K
2.8K $662M
COF
Capital One Financial Corp

Financial Services
188
+ 3.25%
$163.87 - $209.82 $30.8K - $39.4K
5.98K $1.07B
ITW
Illinois Tool Works Inc

Industrials
230
+ 6.35%
$244.9 - $274.48 $56.3K - $63.1K
3.85K $955M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
669
+ 13.69%
$49.22 - $51.73 $32.9K - $34.6K
5.56K $281M
Angel Oak Funds Trust
3.12K
New
N/A
3.12K $34.2M
PANW
Palo Alto Networks Inc

Technology
1.04K
+ 8.13%
$167.82 - $208.28 $174K - $216K
13.8K $2.35B
First Tr Exchng Traded Fd Vi
1.5K
New
N/A
1.5K $30.6M
FDT
First Trust Developed Markets

ETFs
11
+ 0.18%
$53.51 - $60.98 $589 - $671
6.18K $360M
RPG
Invesco Exchange Traded Fd Tr

ETFs
683
New
$37.33 - $45.03 $25.5K - $30.8K
683 $26.1M
IWN
Ishares Russell2000 Val ETF

ETFs
234
+ 23.17%
$149.27 - $169.4 $34.9K - $39.6K
1.24K $188M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18
+ 0.44%
$68.32 - $75.06 $1.23K - $1.35K
4.12K $308M
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 0.58%
$110.86 - $121.12 $1.33K - $1.45K
2.09K $253M
EA
Electronic Arts Inc.

Communication Services
178
+ 5.01%
$116.53 - $146.29 $20.7K - $26K
3.73K $539M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.7%
$286.85 - $318.64 $2.29K - $2.55K
1.16K $353M
Global X Fds
49
+ 0.42%
N/A
11.8K $370M
AMAT
Applied Materials Inc

Technology
830
+ 13.56%
$145.06 - $195.51 $120K - $162K
6.95K $1.01B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.2%
$128.74 - $138.67 $772 - $832
3K $408M
ICLN
Ishares

ETFs
1K
+ 48.64%
$10.94 - $11.86 $10.9K - $11.9K
3.06K $34.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
390
+ 3.47%
$72.7 - $84.32 $28.4K - $32.9K
11.6K $868M
First Tr Exchng Traded Fd Vi
500
+ 2.99%
N/A
17.2K $632M
MU
Micron Technology Inc

Technology
3
+ 0.11%
$86.89 - $109.38 $261 - $328
2.86K $248M
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.33%
$254.06 - $273.83 $508 - $548
607 $161M
HON
Honeywell International Inc

Industrials
575
+ 7.07%
$202.75 - $226.52 $117K - $130K
8.71K $1.84B
XLU
Utilities Sector Spdr

ETFs
31
+ 2.99%
$74.7 - $80.27 $2.32K - $2.49K
1.07K $84.1M
XLI
Industrial Sector Spdr

ETFs
57
+ 1.55%
$128.78 - $141.67 $7.34K - $8.08K
3.74K $490M
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
170
New
$25.81 - $30.13 $4.39K - $5.12K
170 $4.38M
AVB
Avalonbay Communities Inc

Real Estate
67
+ 3.21%
$207.86 - $228.08 $13.9K - $15.3K
2.16K $463M
VDE
Vanguard Energy ETF

ETFs
2
+ 0.64%
$119.14 - $132.76 $238 - $266
316 $41M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.19%
$87.68 - $94.52 $87.7 - $94.5
535 $50.1M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
5
+ 0.54%
$48.13 - $51.78 $241 - $259
925 $47.1M
META
Meta Platforms, Inc.

Communication Services
73
+ 1.66%
$576.36 - $736.67 $42.1K - $53.8K
4.47K $2.57B
Activity Summary
Buys All Purchases 184 New Holdings 13 Increased Positions 171 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 10 Puts 0
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